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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.40 -0.04 (-0.54%)
As of 02:03 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

FT vs. CGBD, BTO, NXP, PDT, ASA, ECC, CCAP, MUJ, DSU, and PEO

Should you be buying Franklin Universal Trust stock or one of its competitors? The main competitors of Franklin Universal Trust include Carlyle Secured Lending (CGBD), John Hancock Financial Opportunities Fund (BTO), Nuveen Select Tax-Free Income Portfolio (NXP), John Hancock Premium Dividend Fund (PDT), ASA Gold and Precious Metals (ASA), Eagle Point Credit (ECC), Crescent Capital BDC (CCAP), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), BlackRock Debt Strategies Fund (DSU), and Adams Natural Resources Fund (PEO). These companies are all part of the "financial services" industry.

Franklin Universal Trust vs.

Carlyle Secured Lending (NASDAQ:CGBD) and Franklin Universal Trust (NYSE:FT) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, community ranking, valuation, profitability, dividends, media sentiment, risk and earnings.

Carlyle Secured Lending has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500. Comparatively, Franklin Universal Trust has a beta of 0.7, suggesting that its share price is 30% less volatile than the S&P 500.

Carlyle Secured Lending has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$83.75M8.49$92.28M$1.3510.34
Franklin Universal Trust$35.08M5.30N/AN/AN/A

24.5% of Carlyle Secured Lending shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by insiders. Comparatively, 7.8% of Franklin Universal Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Carlyle Secured Lending had 1 more articles in the media than Franklin Universal Trust. MarketBeat recorded 1 mentions for Carlyle Secured Lending and 0 mentions for Franklin Universal Trust. Carlyle Secured Lending's average media sentiment score of 1.80 beat Franklin Universal Trust's score of 0.00 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Overall Sentiment
Carlyle Secured Lending Very Positive
Franklin Universal Trust Neutral

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 11.5%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.9%. Carlyle Secured Lending pays out 118.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Carlyle Secured Lending presently has a consensus target price of $14.75, suggesting a potential upside of 5.70%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, research analysts clearly believe Carlyle Secured Lending is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
2 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Carlyle Secured Lending has a net margin of 40.69% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 12.60% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending40.69% 12.60% 5.77%
Franklin Universal Trust N/A N/A N/A

Carlyle Secured Lending received 107 more outperform votes than Franklin Universal Trust when rated by MarketBeat users. However, 64.52% of users gave Franklin Universal Trust an outperform vote while only 55.65% of users gave Carlyle Secured Lending an outperform vote.

CompanyUnderperformOutperform
Carlyle Secured LendingOutperform Votes
187
55.65%
Underperform Votes
149
44.35%
Franklin Universal TrustOutperform Votes
80
64.52%
Underperform Votes
44
35.48%

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 13 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FT vs. The Competition

MetricFranklin Universal TrustInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$185.98M$6.93B$11.51B$19.37B
Dividend Yield6.80%6.79%5.45%3.83%
P/E RatioN/A3.5722.4734.60
Price / Sales5.3021.8627.5435.27
Price / CashN/A7.5117.6217.51
Price / BookN/A0.892.784.70
Net IncomeN/A$66.51M$1.04B$1.02B
7 Day Performance-1.46%-0.78%-0.17%-1.62%
1 Month Performance2.35%3.79%6.19%7.65%
1 Year Performance7.48%0.33%536.71%4.34%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.40
-0.5%
N/A+7.7%$185.98M$35.08M0.00N/AEx-Dividend
CGBD
Carlyle Secured Lending
1.5363 of 5 stars
$14.00
+2.4%
$14.75
+5.4%
-22.5%$713.40M$99.28M7.82N/APositive News
High Trading Volume
BTO
John Hancock Financial Opportunities Fund
N/A$34.47
+3.2%
N/A+17.5%$680.47M$142.41M0.002,719
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.19
-0.4%
N/A-2.9%$666.65M$75.19M0.0040,400News Coverage
PDT
John Hancock Premium Dividend Fund
N/A$12.77
+0.1%
N/A+7.4%$627.85M$198.30M0.00147,000News Coverage
ASA
ASA Gold and Precious Metals
N/A$28.59
-6.9%
N/A+58.2%$615.37M$118.94M0.001,100Positive News
ECC
Eagle Point Credit
3.4456 of 5 stars
$7.89
-1.3%
$10.33
+31.1%
-26.8%$614.81M$97.61M9.39N/APositive News
Upcoming Earnings
CCAP
Crescent Capital BDC
2.3212 of 5 stars
$16.41
+2.2%
$18.38
+12.0%
-14.1%$608.16M$83.50M8.25N/ADividend Announcement
Analyst Downgrade
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.08
-0.4%
N/A-4.0%$597.90M$12.23M0.00N/APositive News
DSU
BlackRock Debt Strategies Fund
N/A$10.49
-0.1%
N/A-5.6%$571.95M$44.55M0.00N/A
PEO
Adams Natural Resources Fund
N/A$20.69
+2.5%
N/A-14.5%$530.53M$34.82M0.0018News Coverage
Positive News

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This page (NYSE:FT) was last updated on 5/22/2025 by MarketBeat.com Staff
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